PI

Placemark Investments Portfolio holdings

AUM $5.66B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.67B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,519
New
Increased
Reduced
Closed

Top Buys

1 +$79.9M
2 +$72.5M
3 +$49.3M
4
MSFT icon
Microsoft
MSFT
+$45.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$42.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.74%
2 Technology 10.42%
3 Healthcare 10.05%
4 Industrials 8.54%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$183K ﹤0.01%
+11,800
1452
$176K ﹤0.01%
+13,625
1453
$174K ﹤0.01%
+26,461
1454
$174K ﹤0.01%
+7,760
1455
$173K ﹤0.01%
+2,156
1456
$173K ﹤0.01%
+11,557
1457
$172K ﹤0.01%
+11,064
1458
$169K ﹤0.01%
+11,898
1459
$165K ﹤0.01%
+13,861
1460
$165K ﹤0.01%
+14,561
1461
$164K ﹤0.01%
+12,081
1462
$164K ﹤0.01%
+10,883
1463
$157K ﹤0.01%
+21,089
1464
$153K ﹤0.01%
+91,313
1465
$152K ﹤0.01%
+26,583
1466
$146K ﹤0.01%
+14,638
1467
$146K ﹤0.01%
+10,058
1468
$144K ﹤0.01%
+11,973
1469
$144K ﹤0.01%
+14,733
1470
$138K ﹤0.01%
+59,208
1471
$132K ﹤0.01%
+27,017
1472
$129K ﹤0.01%
+10,403
1473
$128K ﹤0.01%
+541
1474
$128K ﹤0.01%
+14,981
1475
$125K ﹤0.01%
+10,992